The Beatles said it best: “All together now”
Wave goodbye to multiple platforms. Welcome one tool that does it all.
A client’s full financial picture on one screen
To help clearly visualize their assets.
If you’re a small to mid-sized advisor, Blacklogix brings simplicity and clarity to your business. Industry best-of-class tools unify on one platform in an easy-to-understand display:
- CircleBlack: Established, tight two-way integrations with key industry solution providers
- Trinlogix: Leading visual communication solution shows an easy-to-understand 3D portfolio view
- Redtail: Leading provider of web-based Client Relationship Management solutions
- Totum: Leading provider in risk profiling
- Envestnet MoneyGuide: Industry-leading financial planning software.
Learn how BlackLogix can deliver greater value and increase your ROI
Schedule a demo | Read the press release | Download the brochure